Unclaimed Profile

Daniel John Genter

GENTER ADVISORS LLC·LOS ANGELES, California

SIE, Series 2, Series 6, Series 63, Series 65Clean record28 years registeredGENTER ADVISORS LLC

11601 WILSHIRE BLVD., 25TH FL., LOS ANGELES, CA 90025-1770CRD# 1330760Firm CRD# 113916

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel John Genter · LOS ANGELES, CA

Registration

CRD #1330760 · GENTER ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

GENTER ADVISORS LLC

Jul 2002 – present

GENTER CAPITAL MANAGEMENT

Jul 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · July 17, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENTER ADVISORS LLC

CRD 113916 · SEC 801-60408

AUM

$158M

Regulatory assets under management

Employees

598 client accounts

Services offered by GENTER ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GENTER ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Daniel John Genter offer?

Daniel John Genter specializes in Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Daniel John Genter's credentials?

Daniel John Genter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel John Genter located?

Daniel John Genter is based in LOS ANGELES, California, working with GENTER ADVISORS LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Daniel John Genter charge for services?

Daniel John Genter's firm is compensated through percentage of aum, other: one-time initial set up fee of $250.00. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENTER ADVISORS LLC?

GENTER ADVISORS LLC has approximately 65 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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